Loan writeback

Create source account

Changed on

The Create Source Account endpoint allows you to create a representation of a bank account within Codat's domain. The company can then map the source account to an existing or new target account in their accounting software.

Versioning

If you are integrating the Bank Feeds solution with Codat after August 1, 2024, please use the v2 version of the API, as detailed in the schema below. For integrations completed before August 1, 2024, select the v1 version from the schema dropdown below.

post/companies/{companyId}/connections/{connectionId}/connectionInfo/bankFeedAccounts

Request

  • Base URL: https://api.codat.io
  • URL: https://api.codat.io/companies/{companyId}/connections/{connectionId}/connectionInfo/bankFeedAccounts
  • Auth: API key in header Authorization

Request body

SourceAccountV2Prototype required(unresolved $ref)
OR
SourceAccountPrototype required(unresolved $ref)

Response

Success

OR

Example response

{
  "id": "acc-001",
  "accountName": "account-081",
  "accountType": "checking",
  "accountNumber": "12345670",
  "routingInfo": {
    "bankCode": 21001088,
    "type": "bankcode"
  },
  "currency": "GBP",
  "balance": 99.99,
  "accountInfo": {
    "description": "account description 1",
    "nickname": "account 123",
    "accountOpenDate": "2023-05-06",
    "availableBalance": 10
  },
  "modifiedDate": "2024-08-02T00:00:00.000Z",
  "status": "pending",
  "feedStartDate": "2024-05-01"
}

Changes

  • 925ff1ac83ffRevision changes
    • breaking

      the request property / became required

    • breaking

      the request property / became required

    • breaking

      the request property / became required

    • breaking

      the request property / became required

    • breaking

      the request property / became required

    • breaking

      the request property / became required

    • breaking

      the request property / became required

  • 44efd8416611Revision changes
    • breaking

      removed from the request body oneOf list

    • info

      added to the request body oneOf list

    • info

      added the optional property / to the response with the status